Kovitz Investment Group Partners
OAK

Kovitz Investment Group Partners’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Kovitz Investment Group Partners’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17,236
Closed -$685K – 371
2018
Q4 		$685K Buy
+17,236
New +$708K 0.03% 215

Other funds holding OAK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kovitz Investment Group Partners's OAK Position: Q1 2019 in Review

Kovitz Investment Group Partners sold out of OAKTREE CAPITAL GROUP, LLC (OAK) in Q1 2019, closing a stake of 17,236 shares — an estimated $685K sold.

Kovitz Investment Group Partners first reported a position in OAK in Q4 2018 and held it in 1 quarter. The position peaked at $685K in Q4 2018. 198 funds tracked by Wall St. Rank hold OAK as of Q1 2019.

  • Kovitz Investment Group Partners reported no remaining OAKTREE CAPITAL GROUP, LLC position as of Q1 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 17,236 OAKTREE CAPITAL GROUP, LLC shares in Q1 2019, an estimated $685K.
  • Kovitz Investment Group Partners first reported a position in OAKTREE CAPITAL GROUP, LLC in Q4 2018 and held it in 1 quarter.
  • Kovitz Investment Group Partners's OAKTREE CAPITAL GROUP, LLC position peaked at $685K in Q4 2018.
  • 198 funds tracked by Wall St. Rank held OAKTREE CAPITAL GROUP, LLC as of Q1 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2019, filed 15 May 2019.